Palisades Investment Partners, LLC
13F Reported Value
ⓘ$351.6M
Holdings
53
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Palisades Investment Partners, LLC disclosed 53 positions worth $351.6M in its Form 13F-HR for Q2 2026, led by $SPXC (SPX Technologies, Inc.) at 8.9% of the equity portfolio, followed by $KRYS and $PKE. During the quarter the fund opened 8 new positions and exited 6 — including a new stake in $ICHR. The portfolio is most concentrated in Industrials (32.9% of disclosed assets). All figures are sourced directly from Palisades Investment Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1427373.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 69.2#279
Quality
$31.3M127,842 sh - 79.2#47
Quality
$17.8M47,801 sh - 62.6#703
Quality
$16.6M435,116 sh - 56.6
Quality
$15.5M273,080 sh - 60.1
Quality
$14.4M63,039 sh - 69.9
Quality
$14.4M59,689 sh - 68.3
Quality
$11.0M15,003 sh - 69.6
Quality
$10.4M430,896 sh - 63.1
Quality
$10.3M38,826 sh - 68.6
Quality
$10.3M175,034 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 SPX Technologies, Inc.$SPXC | 69.2#279 | $31.3M | 127,842 |
 Krystal Biotech, Inc.$KRYS | 79.2#47 | $17.8M | 47,801 |
 PARK AEROSPACE CORP$PKE | 62.6#703 | $16.6M | 435,116 |
 Travere Therapeutics, Inc.$TVTX | 56.6 | $15.5M | 273,080 |
 WILLIS LEASE FINANCE CORP$WLFC | 60.1 | $14.4M | 63,039 |
 Enova International, Inc.$ENVA | 69.9 | $14.4M | 59,689 |
 IES Holdings, Inc.$IESC | 68.3 | $11.0M | 15,003 |
 Paymentus Holdings, Inc.$PAY | 69.6 | $10.4M | 430,896 |
 UFP TECHNOLOGIES INC$UFPT | 63.1 | $10.3M | 38,826 |
 VERACYTE, INC.$VCYT | 68.6 | $10.3M | 175,034 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Palisades Investment Partners, LLC's 53 positions.
Showing top 10 of 53 holdings.
Sector Allocation
Industrials
$115.6M
Technology
$111.9M
Healthcare
$58.7M
Financials
$39.4M
Consumer Discretionary
$18.3M
Utilities
$5.8M
Real Estate
$1.9M
Full Holdings — Palisades Investment Partners, LLC (Q2 2026)
All 53 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPXC | SPX Technologies, Inc. | $31.3M | 8.9% | +4% | 69.2 |
| 2 | $KRYS | Krystal Biotech, Inc. | $17.8M | 5.0% | +5% | 79.2 |
| 3 | $PKE | PARK AEROSPACE CORP | $16.6M | 4.7% | +4% | 62.6 |
| 4 | $TVTX | Travere Therapeutics, Inc. | $15.5M | 4.4% | +7% | 56.6 |
| 5 | $WLFC | WILLIS LEASE FINANCE CORP | $14.4M | 4.1% | +182% | 60.1 |
| 6 | $ENVA | Enova International, Inc. | $14.4M | 4.1% | +1% | 69.9 |
| 7 | $IESC | IES Holdings, Inc. | $11.0M | 3.1% | +3% | 68.3 |
| 8 | $PAY | Paymentus Holdings, Inc. | $10.4M | 3.0% | +0% | 69.6 |
| 9 | $UFPT | UFP TECHNOLOGIES INC | $10.3M | 2.9% | +3% | 63.1 |
| 10 | $VCYT | VERACYTE, INC. | $10.3M | 2.9% | +3% | 68.6 |
| 11 |  $ICHR | ICHOR HOLDINGS, LTD. | $10.1M | 2.9% | NEW | — |
| 12 |  $LPTH | LIGHTPATH TECHNOLOGIES INC | $10.0M | 2.8% | +2% | 34.1 |
| 13 |  $LUNR | Intuitive Machines, Inc. | $9.9M | 2.8% | +7% | 40.8 |
| 14 |  $STRL | STERLING INFRASTRUCTURE, INC. | $9.3M | 2.6% | +27% | 70.6 |
| 15 |  $SKYT | SkyWater Technology, LLC | $9.1M | 2.6% | -0% | 59 |
| 16 |  $ONTO | ONTO INNOVATION INC. | $8.6M | 2.4% | +2% | 61.9 |
| 17 |  $PAYS | Paysign, Inc. | $8.2M | 2.3% | +1% | 74.2 |
| 18 |  $MPTI | M-tron Industries, Inc. | $8.2M | 2.3% | +2% | 61.1 |
| 19 |  $SATL | Satellogic Inc. | $7.7M | 2.2% | NEW | 32.6 |
| 20 |  $OSS | ONE STOP SYSTEMS, INC. | $7.5M | 2.1% | NEW | 44.2 |
| 21 |  $ITRI | ITRON, INC. | $6.9M | 2.0% | +1% | 55.8 |
| 22 |  $MWA | Mueller Water Products, Inc. | $6.8M | 1.9% | +3% | 62.2 |
| 23 |  $VOYG | Voyager Technologies, Inc./TX | $6.5M | 1.9% | NEW | 22.6 |
| 24 |  $AMSC | AMERICAN SUPERCONDUCTOR CORP /DE/ | $6.5M | 1.9% | +3% | 66 |
| 25 |  $FISI | FINANCIAL INSTITUTIONS INC | $5.9M | 1.7% | +3% | 51.3 |
| 26 |  $FFBC | FIRST FINANCIAL BANCORP /OH/ | $5.6M | 1.6% | +3% | 57.1 |
| 27 |  $MC | Moelis & Co | $5.5M | 1.6% | +9% | — |
| 28 |  $AMPX | Amprius Technologies, Inc. | $5.1M | 1.4% | -0% | 34.4 |
| 29 |  $HYLN | Hyliion Holdings Corp. | $4.7M | 1.4% | NEW | 31.1 |
| 30 |  $INTA | Intapp, Inc. | $4.5M | 1.3% | +2% | 50.4 |
| 31 |  $SILC | SILICOM LTD. | $4.3M | 1.2% | NEW | — |
| 32 |  $RELY | Remitly Global, Inc. | $4.3M | 1.2% | +2% | 72.5 |
| 33 |  $OTTR | Otter Tail Corp | $3.9M | 1.1% | -2% | 41.4 |
| 34 |  $POET | POET TECHNOLOGIES INC. | $3.6M | 1.0% | NEW | — |
| 35 |  $SF | STIFEL FINANCIAL CORP | $3.5M | 1.0% | +2% | 67 |
| 36 |  $CRMD | CorMedix Inc. | $3.3M | 0.9% | -30% | 78.6 |
| 37 |  $UMAC | Unusual Machines, Inc. | $3.3M | 0.9% | -4% | 32.6 |
| 38 |  $SPSC | SPS COMMERCE INC | $3.2M | 0.9% | +2% | 65.2 |
| 39 |  $FCFS | FirstCash Holdings, Inc. | $3.0M | 0.9% | -1% | 69.3 |
| 40 |  $KINS | KINGSTONE COMPANIES, INC. | $2.8M | 0.8% | -0% | 67.7 |
| 41 |  $ASYS | AMTECH SYSTEMS INC | $2.4M | 0.7% | +2% | 46.2 |
| 42 |  $UFPI | UFP INDUSTRIES INC | $2.3M | 0.7% | +2% | 48.6 |
| 43 |  $ARTNA | ARTESIAN RESOURCES CORP | $1.9M | 0.5% | +2% | 41.9 |
| 44 |  $TGEN | TECOGEN INC. | $1.7M | 0.5% | -3% | 17 |
| 45 |  $CAMT | CAMTEK LTD | $1.7M | 0.5% | +41% | — |
| 46 |  $EEFT | EURONET WORLDWIDE, INC. | $1.6M | 0.5% | +32% | 55.4 |
| 47 |  $FRPH | FRP HOLDINGS, INC. | $1.2M | 0.3% | +2% | 35.6 |
| 48 |  $MEDP | Medpace Holdings, Inc. | $1.2M | 0.3% | -87% | 76.2 |
| 49 |  $COHU | COHU INC | $1.0M | 0.3% | NEW | 38.3 |
| 50 |  $MMYT | MakeMyTrip Ltd | $896,178 | 0.3% | -86% | — |
| 51 |  $FCPT | Four Corners Property Trust, Inc. | $773,278 | 0.2% | +2% | 61.6 |
| 52 |  $BMI | BADGER METER INC | $699,463 | 0.2% | -87% | 61 |
| 53 |  $DCTH | DELCATH SYSTEMS, INC. | $293,007 | 0.1% | +69% | 54.7 |
New Positions (8)
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